re "Peter Strachan's on CUE & NZO when he did his Stockanalysis report last year (unrisked Ironbark $1.26 CUE & $6.50 NZO based on 76% of 15tcf discovery)". As below, this estimate was based on an insitu gas price of 30 cents, but he gave potential for this to be increased perhaps 3-fold.
In this video (Sep 2020), the Warrego Energy guy discusses future gas pricing (around the 8 minute mark) and one comment is that they have modelled considerable tightening of gas supplies post 2025, which would play nicely into the CUE enhanced valuation if it came to pass. Or it could all just be hot air. Video also has CUE and Melbana speakers.
Ann: NZO: Ironbark Weekly Drilling Update As At 10/12/2020 NZT, page-45
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